Skip to main content
R
rwwiefer
April 9, 2024
Question

QB online export 2nd time

  • April 9, 2024
  • 1 reply
  • 0 views

Hi all, newbie here but been using QB desktop since 2005. Hired a new CPA and wanted me to get Online. Stuggleing some after using desktop for so long. My question is, after I purchased it and did the Migrating, I found I just didn't have time to fumble around the new layouts. Now that my CPA is ready I have to migrate a months worth on estimates and invoices again. I have no idea where to start and will it cause isses. Thanks in advance.

1 reply

H
Heide DC
April 9, 2024

Welcome to the Community space, @rwwiefer.

 

Since you already did the migration process, your estimates and invoices will move to QuickBooks Online (QBO). 

 

Please know that your active estimates are marked as closed and Inactive estimates are marked as Rejected. For your invoices, your logos will move, and the PO No field will move to Custom Field 1.

 

To learn more about this, please see this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

 However, if you haven't migrated yet, we can follow the steps from this article on how to move your QuickBooks Desktop file to QuickBooks Online.

 

Additionally, let me share some details on how to get started in a QBO account where you can set up and navigate each field of your personal information. Please see this article for more information: Get started and adjust settings after you sign up for QuickBooks Online.

 

Moreover, you can check this article to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have other concerns about how to get started on your QBO account, don't hesitate to comment down below. I'm more than willing to help. Stay safe.

R
rwwieferAuthor
April 10, 2024

Hi Heide, yes, I did migrate a month ago. I didn't have time to learn the Online, so I kept working in desktop. Know I need to migrate again for my new CPA. How do I do that without duplicating everything. And can I continue to work in desktop and migrate as needed until I'm comfortable using online only.

K
Kurt_M
April 10, 2024

We appreciate you getting back here in the thread, and providing more details about your situation, @rwwiefer.

 

There's no need to worry about having duplicates when migrating from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) again. The migration process will simply overwrite all existing data inside QBO and replace it with a new one. For more details, refer to this page: Move your QuickBooks Desktop file to QuickBooks Online.

 

You can continue using QBDT even after migrating to QBO. However, since it transfers all your data from one program to another in a single migration, you won't be able to transfer specific data anytime you want to.

 

Furthermore, we got this article to help you know more about what data can be migrated to QBO: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

It's been a pleasure to have you here today. We're always ready to help if you have follow-up questions about migrating data from QBDT to QBO. Don't hesitate to comment below so we can respond right away. Have a good one.

Terms & ConditionsAccessibility statement